Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
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MARSHA MCKENZIE

MARSHA MCKENZIE

Tampa,FL

Summary

Versatile leader in Finance offering experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis. Proficient in monitoring controls and completing closings with success in large scale finance and technical projects.

Overview

17
17
years of professional experience

Work History

Manager of Finance

METLIFE, INC Global Financial Close
Tampa, FL
10.2013 - Current
  • Manage accounting, data governance, information technology (IT) functions and financial systems upgrade/application project teams to ensure compliance with US GAAP, US STAT and IFRS accounting standards and finance transformation initiatives
  • Saved 100 hours monthly by partnering with IT to develop controls within the Oracle Analytics Cloud (OAC) to evaluate, monitor, and assess foreign exchange (FX) translations in PS and ensure consistency with technical accounting policies
  • Serve as a data steward for business users and technical staff to clarify business requirements to technical specifications and coordinate resolution and root cause of any data integrity gaps or operational breaks in PeopleSoft (PS) and Hyperion Financial Management (HFM)
  • Developed HFM SmartView tools and other procedures that created 600 hours of capacity annually
  • Prepare project plans and user acceptance testing (UAT) support, gather documentation, and oversee implementation of system changes to support the new data governance policies & procedures
  • Manage SOX compliance and launch internal controls designed to mitigate risk
  • Manage trouble shooting for respective controls to identify and remediate PS application deficiencies
  • Evaluate systems, processes, and departmental skill mix which led to the new automations implemented and right sizing of department staff
  • Coach and counsel employees to reflect company service standards and procedures
  • Present control testing outcomes in both detailed and executive level summaries using PowerPoint and additional methods to recommend forward strategies and action items
  • Review quarterly financial statements prepared on a constant currency basis
  • Increased test population for monthly controls by over 300% while preparation time was reduced by 67% using exports to Excel and Alteryx
  • Train associates and manage relationships across the organization to mature their view on ledger processes and self-identification of accounting issues
  • Team with risk management leaders to ensure effective currency hedging of cross-border equity exposure and work during flexible hours to provide custom reports, nurture relationships and have real-time communication to support operations partners and regional controllers globally.
  • Analyze actual financial results vs budget to prepare variance reporting to functional groups.

Finance Supervisor

Investment Reporting and Analysis
01.2012 - 10.2013
  • Performed monthly security pricing analysis to ensure market value changes are reasonable before sign-off
  • Coordinated the testing of patches to integrate and upgrade business systems via the standard testing path of development, QA and production while ensuring transparency into status at each stage
  • Identified 4 accounting system issues and worked with vendor to create, test, and implement new control processes with application updates
  • Supervised a team for a variety of accounting functions including security and loan impairments
  • Created, managed, and maintained accounting system and ledger reconciliations using MS Access and MS Excel.

Senior Financial Analyst

Bank Regulatory Reporting
10.2010 - 12.2011
  • Prepared complex calculations supporting the accounting requirements for the Tier-1 capital and RBC
  • Implemented Excel automations and analysis tools that eliminated redundancies and saved 8 hours of production time each quarter for 2 filings
  • Developed uniform templates to support timely submissions to FDIC, Federal Reserve and the US Department of Treasury and reduced data consolidation time by 60%.

Financial Analyst

Separate Accounts
Tampa, FL
11.2006 - 10.2010
  • Prepared quarterly and annual investment reporting schedules to support QFS deliverables (10-Q, 10-K, SEC registered products and Statutory filings)
  • Automated investment schedule preparation using Microsoft Access and eliminated 7 quarterly deliverables and 16 work hours each quarter
  • Investigated, reviewed, and analyzed US GAAP and US STAT investment trends and provided senior management with timely and accurate explanations for material fluctuations
  • Researched statements of financial accounting standards, particularly relating to FAS 133, FAS 157, and FAS 115, and delivered PowerPoint presentations to my team-members and management
  • Produced a streamlined method of reconciling statutory schedules to the corporate ledger, reducing management’s review time by 63%
  • Led the department’s successful automation of impairment accounting under FAS 115-2.

Education

Bachelor of Business Administration - Public Accounting, Law

Pace University
New York, NY

Master of Science - Finance, Investments

Pace University
New York, NY

Skills

  • Regulatory Compliance
  • Quality Assurance
  • Reporting Oversight
  • Budget Forecasting
  • Workflow Coordination
  • Performance Analysis
  • Financial Analysis and Planning
  • Internal Controls and Reporting Systems
  • Oracle Hyperion Financial Management (HFM), Oracle Analytics Cloud (OAC)
  • Alteryx, Bloomberg, CAMRA, CMS (Customized Management Systems), Crystal
  • COGNOS/CUBUS, Essbase, Executive Viewer, FARO, FRX Financial Software
  • PAM, PeopleSoft, Performance Analytics, Power BI, Powerplay, Power Query, SharePoint, SQL, Treasury Workstation (TWS)
  • Proficient in Microsoft Office (Excel, Access, Word, PowerPoint and Note)
  • Continuous Improvement

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Manager of Finance

METLIFE, INC Global Financial Close
10.2013 - Current

Finance Supervisor

Investment Reporting and Analysis
01.2012 - 10.2013

Senior Financial Analyst

Bank Regulatory Reporting
10.2010 - 12.2011

Financial Analyst

Separate Accounts
11.2006 - 10.2010

Bachelor of Business Administration - Public Accounting, Law

Pace University

Master of Science - Finance, Investments

Pace University

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